LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.57M
3
+$2.07M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.67M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.39M

Top Sells

1
+$3.71M
2
+$2.35M
3
+$812K
4
PG icon
Procter & Gamble
PG
+$722K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K

Sector Composition

1 Financials 8.46%
2 Consumer Staples 4.62%
3 Technology 2.83%
4 Healthcare 2.74%
5 Energy 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$7K ﹤0.01%
2,739
+1,035
677
$7K ﹤0.01%
77
678
$7K ﹤0.01%
252
+53
679
$7K ﹤0.01%
503
+16
680
$7K ﹤0.01%
440
681
$7K ﹤0.01%
441
-60
682
$6K ﹤0.01%
330
683
$6K ﹤0.01%
36
+30
684
$6K ﹤0.01%
48
685
$6K ﹤0.01%
340
686
$6K ﹤0.01%
174
-26
687
$6K ﹤0.01%
226
-294
688
$6K ﹤0.01%
138
-63
689
$6K ﹤0.01%
96
+14
690
$6K ﹤0.01%
+171
691
$6K ﹤0.01%
147
692
$6K ﹤0.01%
176
693
$6K ﹤0.01%
300
694
$6K ﹤0.01%
192
-29
695
$6K ﹤0.01%
+232
696
$6K ﹤0.01%
58
697
$6K ﹤0.01%
129
+56
698
$6K ﹤0.01%
96
699
$6K ﹤0.01%
147
-23
700
$6K ﹤0.01%
186
26 27
28
29 30